See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,587 | $78,422-55.9% | $95,952-64.0% | $79,858-56.7% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.7pp |
| Annual return | 37.62% | 19.37%+18.2pp | 91.61%-54.0pp | 31.71%+5.9pp |
| Employer contribution / active EE | $3,196 | $1,945+64.3% | $2,541+25.8% | $2,471+29.4% |
| Participant deferral / active EE | $5,137 | $3,440+49.4% | $4,167+23.3% | $3,740+37.4% |
| Admin fee / account holder | $3,116 | $5,622-44.6% | $6,795-54.1% | $5,306-41.3% |